Beaumont Financial Advisors’s iShares US Financial Services ETF IYG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
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|
2021
Q2 | $661K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $1.61M | Buy |
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|
2018
Q3 | $1.89M | Sell |
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|
2018
Q2 | $3.12M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $2.75M | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $2.58M | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $31.3M | Buy |
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|
2014
Q3 | $3.32M | Buy |
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|
2013
Q4 | – | Sell |
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|
2013
Q3 | $23.3M | Buy |
|